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Lugano Financial Advisors SA (LFA)’s iShares MSCI EAFE ETF EFA Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91M Hold
19,699
– – 0.97% 27
2025
Q4 		$1.89M Buy
19,699
+480
+2% +$45.5K 0.98% 28
2025
Q3 		$1.79M Hold
19,219
– – 0.95% 28
2025
Q2 		$1.72M Sell
19,219
-359
-2% -$30.7K 1.02% 25
2025
Q1 		$1.6M Sell
19,578
-1,941
-9% -$156K 1.09% 28
2024
Q4 		$1.63M Sell
21,519
-963
-4% -$76.3K 1.06% 29
2024
Q3 		$1.88M Hold
22,482
– – 1.28% 25
2024
Q2 		$1.76M Hold
22,482
– – 1.34% 25
2024
Q1 		$1.8M Sell
22,482
-747
-3% -$57.1K 1.31% 25
2023
Q4 		$1.75M Hold
23,229
– – 1.38% 22
2023
Q3 		$1.6M Buy
23,229
+1,659
+8% +$119K 1.37% 21
2023
Q2 		$1.56M Hold
21,570
– – 1.04% 25
2023
Q1 		$1.54M Sell
21,570
-6,055
-22% -$424K 1.17% 24
2022
Q4 		$1.81M Sell
27,625
-2,060
-7% -$129K 1.34% 23
2022
Q3 		$1.66M Hold
29,685
– – 1.31% 24
2022
Q2 		$1.85M Hold
29,685
– – 1.3% 25
2022
Q1 		$2.18M Sell
29,685
-713
-2% -$53.3K 1.46% 26
2021
Q4 		$2.39M Buy
30,398
+1,530
+5% +$121K 1.38% 23
2021
Q3 		$2.25M Sell
28,868
-22
-0.1% -$1.76K 1.48% 25
2021
Q2 		$2.28M Buy
28,890
+2,200
+8% +$175K 1.43% 24
2021
Q1 		$2.02M Sell
26,690
-1,751
-6% -$132K 1.42% 23
2020
Q4 		$2.08M Buy
28,441
+3,467
+14% +$237K 1.61% 17
2020
Q3 		$1.62M Buy
24,974
+62
+0.2% +$3.97K 1.51% 18
2020
Q2 		$1.55M Sell
24,912
-6,160
-20% -$356K 1.63% 16
2020
Q1 		$2.1M Sell
31,072
-2,383
-7% -$151K 1.89% 13
2019
Q4 		$2.32M Buy
+33,455
New +$2.26M 1.7% 14
2019
Q2 		$2.32M Buy
35,362
+214
+0.6% +$14K 1.44% 13
2019
Q1 		$2.28M Buy
35,148
+34,688
+7,541% +$2.19M 1.37% 13
2018
Q4 		$31K Hold
460
– – 0.02% 144
2018
Q3 		$31K Buy
+460
New +$31.1K 0.02% 144

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s EFA Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares MSCI EAFE ETF (EFA) position steady in Q1 2026 at 19,699 shares worth $1.91M. The position accounts for 0.97% of the portfolio, ranked #27.

Lugano Financial Advisors SA (LFA) first reported a position in EFA in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.39M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) held 19,699 shares of iShares MSCI EAFE ETF worth $1.91M as of Q1 2026.
  • Lugano Financial Advisors SA (LFA) left its iShares MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares MSCI EAFE ETF made up 0.97% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #27 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares MSCI EAFE ETF in Q3 2018 and has held it in 30 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares MSCI EAFE ETF position peaked at $2.39M in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.